Client communication and service notifications

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Service booking confirmed

   A new commercial cleaning appointment is scheduled through the booking system. This triggers the automated communication workflow to begin client notifications.

   ServiceTitanCleanGuru
2. 2

   Action

   Send booking confirmation

   Automatically sends confirmation email and SMS to client with service details, crew information, and arrival time. Creates communication log entry for tracking.

   ServiceTitanSwept
3. 3

   Action

   Send pre-arrival notification

   Sends automated notification 30 minutes before crew arrival with team member names and estimated arrival window. Updates client portal with real-time status.

   Housecall ProCleanGuru
4. 4

   Decision

   Check service complexity

   Evaluates service type and duration to determine if mid-service updates are required. High-value or multi-hour services trigger additional communication touchpoints.

   ServiceTitan
5. 5

   Action

   Send service completion notice

   Automatically notifies client when cleaning is completed with photo documentation and service summary. Includes digital invoice and payment link.

   SweptKickserv
6. 6

   Action

   Schedule follow-up survey

   Sends post-service satisfaction survey 24 hours after completion and schedules next recurring appointment if applicable. Captures feedback for quality improvement.

   ZenMaidServiceTitan
7. 7

   Output

   Generate communication report

   Compiles all client interactions into a comprehensive communication log. Updates client relationship management system with engagement metrics and satisfaction scores.

   ServiceTitanCleanGuru

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